Atlas Capital Advisors’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $693K | Sell |
2,221
-80
| -3% | -$26K | 0.08% | 202 |
|
|
2025
Q4 | $687K | Buy |
+2,301
| New | +$683K | 0.08% | 209 |
|
|
2025
Q2 | $778K | Sell |
2,777
-428
| -13% | -$111K | 0.1% | 179 |
|
|
2025
Q1 | $793K | Sell |
3,205
-2,521
| -44% | -$652K | 0.1% | 177 |
|
|
2024
Q4 | $1.46M | Buy |
5,726
+718
| +14% | +$191K | 0.18% | 94 |
|
|
2024
Q3 | $1.3M | Sell |
5,008
-764
| -13% | -$187K | 0.2% | 101 |
|
|
2024
Q2 | $1.36M | Buy |
5,772
+4,027
| +231% | +$959K | 0.18% | 99 |
|
|
2024
Q1 | $426K | Buy |
1,745
+191
| +12% | +$43.4K | 0.07% | 241 |
|
|
2023
Q4 | $343K | Buy |
1,554
+10
| +0.6% | +$2.02K | 0.05% | 280 |
|
|
2023
Q3 | $301K | Sell |
1,544
-78
| -5% | -$16K | 0.05% | 278 |
|
|
2023
Q2 | $333K | Sell |
1,622
-387
| -19% | -$74K | 0.05% | 273 |
|
|
2023
Q1 | $383K | Sell |
2,009
-40
| -2% | -$7.6K | 0.06% | 240 |
|
|
2022
Q4 | $374K | Buy |
2,049
+387
| +23% | +$69.2K | 0.06% | 225 |
|
|
2022
Q3 | $262K | Sell |
1,662
-40
| -2% | -$6.97K | 0.05% | 293 |
|
|
2022
Q2 | $278K | Sell |
1,702
-601
| -26% | -$106K | 0.05% | 301 |
|
|
2022
Q1 | $448K | Buy |
2,303
+32
| +1% | +$6.15K | 0.07% | 225 |
|
|
2021
Q4 | $461K | Sell |
2,271
-1,159
| -34% | -$232K | 0.07% | 226 |
|
|
2021
Q3 | $644K | Sell |
3,430
-1,628
| -32% | -$319K | 0.1% | 167 |
|
|
2021
Q2 | $994K | Sell |
5,058
-788
| -13% | -$155K | 0.17% | 117 |
|
|
2021
Q1 | $1.11M | Buy |
5,846
+2,851
| +95% | +$508K | 0.22% | 100 |
|
|
2020
Q4 | $509K | Buy |
2,995
+113
| +4% | +$18.1K | 0.11% | 179 |
|
|
2020
Q3 | $417K | Sell |
2,882
-171
| -6% | -$24.1K | 0.1% | 207 |
|
|
2020
Q2 | $397K | Sell |
3,053
-1,801
| -37% | -$220K | 0.09% | 209 |
|
|
2020
Q1 | $535K | Sell |
4,854
-13,180
| -73% | -$1.87M | 0.16% | 145 |
|
|
2019
Q4 | $2.78M | Buy |
18,034
+9,464
| +110% | +$1.42M | 0.69% | 29 |
|
|
2019
Q3 | $1.25M | Sell |
8,570
-347
| -4% | -$50.1K | 0.38% | 75 |
|
|
2019
Q2 | $1.3M | Buy |
8,917
+4,879
| +121% | +$696K | 0.43% | 61 |
|
|
2019
Q1 | $565K | Buy |
4,038
+724
| +22% | +$98K | 0.2% | 131 |
|
|
2018
Q4 | $399K | Sell |
3,314
-1,782
| -35% | -$236K | 0.16% | 167 |
|
|
2018
Q3 | $761K | Sell |
5,096
-2,320
| -31% | -$334K | 0.25% | 109 |
|
|
2018
Q2 | $1.04M | Sell |
7,416
-679
| -8% | -$94.8K | 0.37% | 72 |
|
|
2018
Q1 | $1.13M | Buy |
+8,095
| New | +$1.17M | 0.35% | 86 |
|
Other funds holding VIS
PCH
BCMIO
MM